Richard Marshall, CFP®
Wealth Planner

Richard comes to Coldstream with 10 years of experience in financial services. From working as an insurance carrier to a broker/dealer to a registered investment advisor, Richard has been exposed to a wide array of specialties in this industry. He has drafted and monitored over 300 household financial plans. As the Wealth Planner for Team Pellegrino, Richard will be responsible for designing custom financial plans. Richard will bring insightful observations and actionable recommendations to client’s financial plans—diligently monitoring and adjusting the plans in unison with the changing lives of our clients.

Richard studied at Western Washington University where he received a Bachelor of Arts in Political Science. In his free time, Richard enjoys playing guitar, creative writing, and cycling. As part of a local Financial Planning Association chapter, he utilizes his vast financial planning experience to help others with pro-bono financial plans.

Somewhere, something incredible is waiting to be known. - Carl Sagan




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